Portfolio Director

4 weeks ago


Greater Manchester, United Kingdom Succession Partners Full time
Job Description

We are seeking a highly skilled Portfolio Director to join our team at Succession Partners. The successful candidate will be responsible for creating value across our portfolio, monitoring growth and cash requirements, and challenging strategy to optimize investment opportunities.

The role will involve proactive portfolio management, ranging from high potential business start-ups to established SMEs. Key responsibilities will include:

  • Providing hands-on support to portfolio companies, including restructuring, M&A support, and bolt-on acquisitions.
  • Preparing robust and insightful monthly/quarterly updates and reviews of individual and consolidated SME business performance.
  • Supporting the investment committee with follow-on funding or amendments to investment terms.
  • Couching and mentoring junior team members.

The successful candidate will come from a variety of backgrounds, such as banking, restructuring, M&A, or a traditional SME "FD" route. An ability to operate across a variety of businesses is imperative.


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